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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~OTICE OF I~HERITA~CE TAX
,r ,-'"
APPR~~SEME~T, ALLOWA~CE OR DISALLOWA~CE
OF DEDUCTIONS A~D ASSESSME~T OF TAX
'*
04-16-2007
ENGLE
01-11-2006
21 06-0428
CUMBERLAND
101
APPEAL DATE: 06-15-2007
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF I~DIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
r ": 1..... i . ,~ :>
i. ~ .....) i ~ -
NEVIN ENGLE
PO BOX 44
GRANTHAM
"'""'1
PA 17027
REV-1547 EX AFP (06-05)
MARYANN
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ENGLE MARYANN FILE NO. 21 06-0428 ACN 101 DATE 04-16-2007
TAX RETUR~ WAS: ( ) ACCEPTED AS FILED
( X) CHA~GED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/~otes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
(ll
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
80.547.61
.00
162,431.48
(8)
~OTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
242,979.09
14,063.10
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. ~et Value of Tax Return
13. Charitable/Governmental Bequests; ~on-elected 9113 Trusts (Schedule J)
14. ~et Value of Estate Subject to Tax
(9)
(10)
.00
(11)
(12)
(13)
(14)
14.0&3.10
228,915.99
.00
228,915.99
NOTE: If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !b.b. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 225,536.02 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 3,379.97 X 045 = 152.10
17. Amount of Line 14 at Sibling rate (17) .00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19) = 152.10
TAX CREDITS:
PAYME~T I:CEIr>I DISCOU~T (+) AMOU~T PAID
DATE ~UMBER I~TEREST/PE~ PAID (-)
01-24-2007 . ~~007138 .00 152.10
04-09-2007 SBADJUST .00 3.16
TOTAL TAX CREDIT 152.10
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
{
* IF PAID AFTER DATE I~DICATED, SEE REVERSE
FOR CALCULATIO~ OF ADDITIO~AL I~TEREST.
( IF TOTAL DUE IS LESS THA~ $1. ~O PAYME~T IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFU~D. SEE REVERSE SIDE OF THIS FORM FOR I~STRUCTIONS.)
REV-1470 ~X i&-88)
'* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME FILE NUMBER
Mary Ann Engle 2106-0428
REVIEWED BY ACN
Anita McCully 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
E Total on Schedule E was not correctly carried forward to recapitulation page.
ROW
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